Koshinski Asset Management
IAU icon

Koshinski Asset Management’s iShares Gold Trust IAU Stock Holding History

Koshinski Asset Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14,121
Closed -$476K – 2163
2021
Q2 		$476K Buy
14,121
+2,914
+26% +$101K 0.06% 342
2021
Q1 		$364K Buy
11,207
+199
+2% +$6.8K 0.04% 427
2020
Q4 		$399K Buy
11,008
+844
+8% +$30.2K 0.05% 369
2020
Q3 		$373 Buy
10,164
+150
+1% +$5.48K 0.05% 358
2020
Q2 		$340K Sell
10,014
-992
-9% -$32.5K 0.06% 367
2020
Q1 		$332K Buy
11,006
+750
+7% +$22.7K 0.07% 322
2019
Q4 		$297K Buy
10,256
+242
+2% +$6.86K 0.05% 406
2019
Q3 		$282K Buy
+10,014
New +$282K 0.2% 119
2019
Q2 		– Sell
-23,582
Closed -$584 – 307
2019
Q1 		$584 Buy
23,582
+10,680
+83% +$267K 0.16% 177
2018
Q4 		$317K Buy
+12,902
New +$304K 0.08% 292
2018
Q3 		– Sell
-13,633
Closed -$328K – 532
2018
Q2 		$328K Buy
13,633
+229
+2% +$5.74K 0.1% 271
2018
Q1 		$341K Sell
13,404
-398
-3% -$10.2K 0.11% 264
2017
Q4 		$345K Buy
13,802
+877
+7% +$21.5K 0.09% 311
2017
Q3 		$318K Sell
12,925
-1,602
-11% -$39.4K 0.1% 279
2017
Q2 		$347K Buy
+14,527
New +$352K 0.13% 247
2017
Q1 		– Sell
-13,599
Closed -$301K – 326
2016
Q4 		$301K Buy
13,599
+146
+1% +$3.42K 0.15% 216
2016
Q3 		$341K Buy
13,453
+2,082
+18% +$53.6K 0.17% 192
2016
Q2 		$290K Hold
11,371
– – 0.16% 199
2016
Q1 		$270K Sell
11,371
-10,124
-47% -$232K 0.17% 174
2015
Q4 		$1.07M Buy
21,495
+10,124
+89% +$216K 0.75% 32
2015
Q3 		$258K Sell
11,371
-11,597
-50% -$252K 0.16% 176
2015
Q2 		$521K Sell
22,968
-168
-0.7% -$3.88K 0.33% 92
2015
Q1 		$530K Buy
23,136
+11,727
+103% +$276K 0.34% 80
2014
Q4 		$261K Buy
+11,409
New +$265K 0.15% 183

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koshinski Asset Management's IAU Position: Q3 2021 in Review

Koshinski Asset Management sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 14,121 shares — an estimated $476K sold.

Koshinski Asset Management first reported a position in IAU in Q4 2014 and held it in 24 quarters. The position peaked at $1.07M in Q4 2015. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Koshinski Asset Management reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 14,121 iShares Gold Trust shares in Q3 2021, an estimated $476K.
  • Koshinski Asset Management first reported a position in iShares Gold Trust in Q4 2014 and held it in 24 quarters.
  • Koshinski Asset Management's iShares Gold Trust position peaked at $1.07M in Q4 2015.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Koshinski Asset Management's 13F filing for Q3 2021, filed 12 Oct 2021.